============================: THU.FEB,010201 :============================
14:30| Arthur Whitney speaks @ LinuxWorld .
|14:38| K Lang
============================: SAT.FEB,010203 :============================
16-19| Restoration Skylight Gal 1368 Fulton St , Bed Stuy .
18-20| Papp Gallery . 529 W 20 # 4E . IvanBrens .
++++++++++++++++++++++++++++: SUN.FEB,010204 :++++++++++++++++++++++++++++
15| CG010204 CoSyGathering 14
============================: TUE.FEB,010206 :============================
16:15| NY Stock Brokers Club ASRG : Aspen Group Resources . Oil & Gas
exploration . Harry`s @ Hanover .
|16:52| JackWheeler : CA conf 15 min pres - Only O&G guy - got 4 hrs of Qs .
Why NE sector shortages - Yukon CA , OK city based . : Low Risk Hi return
`96 fndd Crown ptnrs . 200K - 75M$ - Merge Cotton Valley in 2 traunches .
were practially bankrupt w law suits . Now worth 125M
Not risk taker - exploitation not exploration . 10y reserves , 24-36 mo
pay out on existing flow - bring in off set drilling .
Data room - 75K$ research on evaluation .
RoI >= 11 x * DevelopmentCAPEX
Arkansas , anadarko , Permian Basing mid-continent . .85 nat gas .
<-- 41.3$ + 67.7 | --> | 1 % 7 | Reverse split .
| E 5.71 x 19E6 |>| 108M | Value now . 11.41 over 60 - 90 days .
Volume produced static , Canada imports . 3.77
LNG ports coming out of mothballs @ > 4$
Companies not been able to afford to explore & exploit .
90 to 120 days to get well online .
need 500000 wells to get back to 80s levels of production .
not enough service cos only able to drill | 500E3 % 38 |>| 13157 | % yr .
No gas from MX , .82 are coming from overseas .
1400BoE % day ,
Theirs : High 'BTU content , MCF = 1000 BTUs | 1.2 x nymex price
1400 wells oproatw 390 . avg working interest : .251 |
11 acqs in 00 @ 2.49 % BoE | Highest RoI
OK increased Density Rules Drives Growth Opportunities .
Worked for Texaco out of Law School | TX - > 400K$ % well .
drops down in food chain .
85 out of 86 productive high density wells .
Does not use debt for operations - cash flow covers drilling
Reserves up . expect 5M$ by 01q4
Stock price now penny . 1.8 B shares shares - 2nd most traded
1728 BOE % day . 11M DEBT . < Cash Flow .
Expect $6M rev , $4M earnings . 81 people , 27 in office . Proven track .
Value of assets + growth |
|17:25| w be busn advisor of Bush , worked w 8 yrs ago . old friend .
New chips use 8x power of older ones . both home & office lit up .
Xerox machines . More demand for natural gas .
Mexaco Gas ? Gas in south . Would take 10 yrs to build pipeline from south .
MX outbids US price near border .
Holdings : TX OK & Oil in KS . strong infrastructure . 20 yrs reserves .
Forcast prices | 4 25 $ gas oil .
expect 5.5 - 6 $ | US only country where individuals own the assets
rulers elsewhere catching on that depleting too cheaply .
Hedge .4 of production to lock up bank debt , drilling costs .
collar w Shell 3.45 - 3.88 - had to pay | 3.99 - 3.88
440 ft of existing direct offsets .
Horizontal drilling ? Both vert layers 8700 ft .
higher formation dropping debre in to hole blocking production
5400 blocking 8700 ft sands .
Feb 12 reverse split | all approved -
Tosco? Phillips merger ?
Only advantage : No oil spills in gas industry .
31000 foot 1986 well - heat softens metals .
Russia 50K feet , now @ 36K feet - Anadarko 40K feet reserves
Boumont - 2fth deep in , 17Kfoot in avg | 900k $ for 8k ft .
product price must justify deeper drillig |17:53|
17:30-21| Alan Montaine . China Fotos .EMR Gal . 873 Bwy #500 @ 18 .
============================: WED.FEB,010207 :============================
17:30-19:30| Reception , Torch Energy Advisors, Chuck Strain 8th Annual
Micro/Midcap Oil & Gas Conf. Waldorf .
============================: THU.FEB,010208 :============================
| Torch Energy Advisors, Chuck Strain 8th Annual Micro/Midcap Oil & Gas Conf.
@ Waldorf : Contact
============================: SAT.FEB,010210 :============================
10-12| Queens Libertarians : Bohemian Hall 29-19 24th Astoria . GaryPopkin .
17-19| 501 W 23 ; 525 w 22
18-20| 534 W 26 ; 530 W 22 f 2 ; 527 W 26 ; 220 W 16 ; 520 w 21 ;529 w20 f9 ;
555 w 24 ; 123 Watts ; 43 Green ; 359 Bwy
============================: TUE.FEB,010213 :============================
|11:9| CSPAN : Paul O`Neill , New Treasury Sec , ex head of Alcoa . Excellent .
============================: WED.FEB,010214 :============================
|12:42| Clinton Pardons : Marc Rich attorney Jack Quinn :
Clinton was annulling Guilliani RICO indictment of Rich for taxes on oil
imports .
IRS claimed conspiracy to record as foreign revenues oil classification
after daisy chain oil reclassifications . 100M$ profits .
move money off shore . tier trading .
ARCO structured transactions $10 domestic - to reseller . complex regulation
average w foreign oil - getting $27.50 .
domestic transactions .
Rich had accurately linked foreign & domestic trades .
ledger of difference . Transactions were structured by Oil majors .
Facing RICO asset forfiture . Will accept civil trial .
RICO was sledge hammer .
Ehud Barac lobbied for pardon bigger influence .
Statists feeding on the burohipokrasi generated by the prohibition of
free markets in Oil .
Or : The State criminalizes economic reality then excuses friends
found forging paths thru the resulting Swiss Cheese .
============================: THU.FEB,010215 :============================
17| Papp Gallery . 529 W 20 #4E |
++++++++++++++++++++++++++++: SUN.FEB,010218 :++++++++++++++++++++++++++++
-20| OnlineTradingExpo Marriot 1535 Bwy .
============================: MON.FEB,010219 :============================
Leon Charney " Rangel first said on show Hilary should run for
senate " . Elliot Rubin for Governor ?
============================: MON.FEB,010219 :============================
Dale Earnhart died of basal skull fracture & brain trauma
on last lap of Datona 500 holding rear guard for his son & his other driver
Michael Waltrip in 2nd & 1st respectively .
Fox Sports Net |15:31| Amazingly authoritarian press
interviewing NASCAR pushing for mandatory "Haan Device" head restraints .
NASCAR Prez Mike Helton : every mind in the Nascar Garage works
for safety . Logic itself is force enough .
============================: TUE.FEB,010220 :============================
18-20| RSVP BitsBytesBar Kickstart USA
17 Battery Place ( use Washington Ocean Entrance << West St )
============================: WED.FEB,010221 :============================
-23| INTERNET WORLD WIRELESS 2001 Javits | ( use priority code M52 )
============================: SAT.FEB,010224 :============================
Why people die to get away from Clinton pal Castro`s paradise :
Wirednews : Cuba Not So Libre With the Net
============================: MON.FEB,010226 :============================
|11:20| Re : CSPAN : U.S. v MicroSoft : Netscape ruined
navigator to the point that I am now moving totally into MS Explorer . It
found excuses for not maintaining its competitiveness in its indirect court
fight w MS .
| Historic President`s Quotes
|